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Members are the people who have access to your workspace. You can invite team members, assign roles, and control what each person can do. Members Overview

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Member Roles

Each member has a role that determines their permissions:

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Admin

Full access to all features. Admins can:
  • View and update organization settings
  • Delete the organization
  • View, respond to, and delete conversations
  • Invite members and update roles
  • Remove members
  • View and manage assistants
  • Create and manage workflows
  • View and manage connections
  • View and create contacts
  • View and manage segments
  • View and create broadcasts
  • View and update billing
  • View and create domains

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Developer

Can manage technical aspects. Developers can:
  • View organization settings
  • Update organization settings
  • View and respond to conversations
  • View assistants
  • Create and update assistants
  • Delete assistants
  • View and create workflows
  • View and manage connections
  • View contacts
  • View billing
  • Update billing
  • View and create domains

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Manager

Can manage customer-facing operations. Managers can:
  • View organization settings
  • View, respond to, and delete conversations
  • View members
  • Invite members (Manager and Agent roles only)
  • Update roles (Manager and Agent roles only)
  • View assistants
  • View workflows
  • View and create contacts
  • Update contacts
  • Delete contacts
  • Merge contacts
  • View and create segments
  • View and create broadcasts

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Agent

Can view and respond to conversations. Agents can:
  • View organization settings
  • View and respond to conversations
  • View members
  • View assistants
  • View workflows
  • View and update contacts
  • View segments
  • View broadcasts

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Inviting Members

  1. Go to Settings → Members (useinvent.com/o/settings/members)
  2. Click Invite Member in the top right
  3. Enter the member’s email address
  4. Select a role (Admin, Developer, Manager, or Agent)
  5. Click Send Invite
The invitee will receive a whitelabeled invitation email branded with your organization name and branding. Invite Member

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Managing Pending Invites

Pending invitations appear in the members list with a “Pending” status. You can:
  • Resend Invite: Send the invitation email again
  • Revoke Invite: Cancel the invitation

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Changing Member Roles

To update a member’s role:
  1. Find the member in the list
  2. Click the role dropdown
  3. Select the new role
Note: You can only change roles for members with equal or lower permissions than your own role.

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Removing Members

To remove a member from your workspace:
  1. Find the member in the list
  2. Click the three-dot menu
  3. Select Remove Member
Removed members immediately lose access to your workspace.

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Permission Matrix

View the complete permission matrix at the bottom of the Members page to see exactly what each role can do. The matrix shows all actions grouped by category (Organization, Inbox, Members, Assistants, Connections, Contacts, Segments, Broadcasts, Workflows, Billing, Domains) and which roles have access to each action.

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Best Practices

  1. Start with fewer permissions: Assign the minimum role needed, you can always upgrade later
  2. Review members regularly: Remove access for team members who no longer need it
  3. Use Manager for customer support: Give your support team Manager or Agent roles
  4. Reserve Admin for founders: Only give Admin access to people who need full control
  5. Use Developer for technical staff: Give your engineering team Developer access